Add a New User
Each person accessing SMACC must have a user account. The user account is used to identify the user.
The settings for the user account determine which features and data the user can access.
When adding users, the following entries are required:
- User name (The user’s email address)
- The user’s role
- View permission
- Optional: add to a user group
Invite a new user
- Open the company settings (main menu/client).
- Select Users.
- Click New User.
- Enter the name and a unique username in the form of an e-mail address. Select the language in which the user will be invited and SMACC interface will be displayed.
- Select at least one role.
- Click Send invitation Note: When you add a user, this user is activated when the automatically sent invitation (e-mail) has been confirmed and the user has set a password.
Assign viewing authorization
- Open the company settings (main menu/client).
- Select Document access.
- Now add the new user to the All group (view permission for all documents) or to one of the other groups (view permission for individual areas only). A user can also be added in multiple groups to give him view permission for different areas (but not all).
- Click Save.
Note: If the new user is an approver, he needs at least view permission for each workflow in which he was selected.
Add to Approver Groups
The Approver Groups feature allows you to group multiple users together. You can select this group of users:
- in the workflow configuration (instead of adding each user individually).
- in the view permissions (instead of adding each user individually)
- Open the company settings (main menu/client).
- Select Approver Groups.
- Select one of the existing groups or open a new one.
- Add the user to the group.
- Click Save.